AEGON ASSET MANAGEMENT UK Plc Sells 9,720 Shares of Walmart Inc. $WMT

AEGON ASSET MANAGEMENT UK Plc reduced its position in shares of Walmart Inc. (NASDAQ:WMT) by 2.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 386,364 shares of the retailer’s stock after selling 9,720 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in Walmart were worth $39,811,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Instrumental Wealth LLC boosted its stake in Walmart by 6.7% in the third quarter. Instrumental Wealth LLC now owns 2,570 shares of the retailer’s stock valued at $263,000 after buying an additional 161 shares in the last quarter. Savoir Faire Capital Management L.P. grew its holdings in shares of Walmart by 199.1% during the 3rd quarter. Savoir Faire Capital Management L.P. now owns 120,320 shares of the retailer’s stock valued at $12,400,000 after purchasing an additional 80,092 shares during the last quarter. Sovran Advisors LLC increased its position in Walmart by 11.7% during the 3rd quarter. Sovran Advisors LLC now owns 21,115 shares of the retailer’s stock worth $2,159,000 after purchasing an additional 2,215 shares in the last quarter. Patron Partners LLC increased its position in Walmart by 42.1% during the 3rd quarter. Patron Partners LLC now owns 26,433 shares of the retailer’s stock worth $2,724,000 after purchasing an additional 7,825 shares in the last quarter. Finally, EWA LLC lifted its stake in Walmart by 2.0% in the 3rd quarter. EWA LLC now owns 9,046 shares of the retailer’s stock valued at $932,000 after purchasing an additional 180 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Tigress Financial raised its price target on WMT from $130 to $135 and kept a “buy” rating, implying roughly a mid-teens upside vs. current levels — a catalyst that can attract momentum and fund flows. Tigress price target raise
• Neutral Sentiment: Coverage pieces from Zacks highlight WMT as a growth/retail pick and promote using their Earnings ESP tool to find potential upside ahead of quarters — these pieces can bolster investor interest but are promotional rather than firm-moving. Zacks Earnings ESP article
• Neutral Sentiment: Another Zacks piece profiles Walmart as a “strong growth stock” using its style scores — supportive for longer-term investor narratives but unlikely to move the stock materially on its own. Zacks growth profile
• Neutral Sentiment: A Yahoo video piece outlines three priorities for Walmart’s CEO to maintain momentum — useful context on management focus that may shape execution expectations but not an immediate market mover. Yahoo CEO priorities video
• Negative Sentiment: CEO C. Douglas McMillon sold 19,416 shares for about $2.31M (reported 1/22). The sale reduced his stake by ~0.45% — a modest ownership decline but an optics negative that can weigh on sentiment when combined with near-term weakness. SEC Form 4: McMillon sale
• Negative Sentiment: Market reports note recent short-term share weakness (a daily slide reported on 1/22). That intraday/short-term weakness can amplify selling even as fundamentals remain intact. Zacks: stock slides

Analysts Set New Price Targets

WMT has been the topic of a number of research reports. UBS Group set a $130.00 target price on shares of Walmart in a research note on Wednesday, December 3rd. Evercore ISI set a $120.00 price objective on Walmart and gave the company an “outperform” rating in a report on Tuesday, December 16th. Oppenheimer restated an “outperform” rating and set a $125.00 price objective (up previously from $115.00) on shares of Walmart in a research report on Thursday, January 8th. CICC Research started coverage on Walmart in a research report on Friday, December 26th. They issued an “outperform” rating and a $125.00 target price for the company. Finally, Truist Financial set a $127.00 price target on Walmart in a report on Wednesday, December 17th. Thirty-two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $123.20.

Walmart Stock Down 0.1%

Walmart stock opened at $117.73 on Monday. The firm has a market cap of $938.33 billion, a price-to-earnings ratio of 41.16, a PEG ratio of 5.02 and a beta of 0.66. Walmart Inc. has a 52-week low of $79.81 and a 52-week high of $121.62. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The firm has a 50 day moving average price of $113.07 and a two-hundred day moving average price of $105.31.

Walmart (NASDAQ:WMT) last posted its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.02. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The company had revenue of $179.50 billion for the quarter, compared to analyst estimates of $175.15 billion. During the same period in the prior year, the firm posted $0.58 EPS. The company’s quarterly revenue was up 5.8% on a year-over-year basis. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities analysts predict that Walmart Inc. will post 2.55 EPS for the current year.

Insider Activity at Walmart

In related news, EVP Daniel Danker sold 4,365 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $120.19, for a total transaction of $524,629.35. Following the completion of the sale, the executive vice president owned 238,583 shares of the company’s stock, valued at $28,675,290.77. This trade represents a 1.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $119.17, for a total transaction of $2,313,804.72. Following the sale, the chief executive officer directly owned 4,274,856 shares of the company’s stock, valued at approximately $509,434,589.52. This trade represents a 0.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 135,215 shares of company stock worth $15,304,608 over the last quarter. 0.10% of the stock is owned by company insiders.

About Walmart

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.